ROBO vs ARTY

AROBO

BARTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · ARTY $15,629

Lowest cost0.33%SOXX · $33 on $10k

Most income0.39%ROBO · $39 on $10k

Smallest drop−17.6%ROBO · worst fall in 1Y

Held in common4.5%ROBO and ARTY

ROBO

ARTY

ROBO Global Robotics and Automation Index ETF · $1.9BiShares Future AI & Tech ETF · $3.6B

+18.2%3 years · per year$16,531 · $23,920+33.7%

+2.3%5 years · per year$11,180 · $15,629+9.3%

0.95%Expense ratio$95 · $47 on $10k · lower wins0.47%

0.39%12-mo yield$39 · $6 on $10k0.06%

−17.6%Worst dropSmaller wins−24.0%

27.4%VolatilityLower wins40.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROBO · ARTY

1.2%3443.TW4.0%

1.2%NVDA4.6%

1.1%SU.PA2.0%

1.3%CLS.TO1.0%

Held in common4.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B
3	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk	0.95%	0.39%	−0.5%	+7.4%	+7.4%	+18.2%	+2.3%	−17.6%	$1.9B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B
3	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk	0.95%	0.39%	−0.5%	+7.4%	+7.4%	+18.2%	+2.3%	−17.6%	$1.9B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROBO vs ARTY

ROBO

ROBO Global Robotics and Automation Index

$11,180

ARTY

iShares Future AI & Tech

$15,629

MeasureROBOARTY

Fee0.95%0.47%

Cost on $10k a year$95$47

Yield0.39%0.06%

5 years, per year+2.3%+9.3%

3 years, per year+18.2%+33.7%

Worst drop · 1Y−17.6%−24.0%

Volatility · 1Y27.4%40.5%

3–3measures won
level

4.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ROBO, ARTY, SOXX

Today

25.8%most shared, ARTY and SOXX

ROBOARTYSOXX

ROBO—4.5%5.1%

ARTY4.5%—25.8%

SOXX5.1%25.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

ARTY$6 − $47 = −$41

ROBO$39 − $95 = −$56

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee